Annuity Presentations

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  • Annuities 101
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    This colorful 28 page slide presentation explains the basic Annuity categories and why "doing it yourself" is likely not the best option. Walk your audience through buying tips, suitability and mo...
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  • Fixed Indexed Annuity (How To)
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    For years, annuities have received a bad rap, until you explain the benefits. In this simple, easy to understand presentation, including 10 engaging slides covering the history of annuities, the t...
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  • When Retirement Is Less Than 10 Years Away
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    It's crunch time as your audience heads into their golden years! Are they prepared? Help them get ready in some of the most crucial years of their life when it comes to planning for retirement....
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  • How Inflation Can Impact Your Retirement
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    Just over 20 slides will quickly show your audience the impact inflation can have on their retirement. This presentation will walk your audience through the causes of inflation, effects of infla...
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  • Preparing for Inflation & More in Retirement
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    Sixty slides in this presentation will demonstrate how inflation can (and likely will) impact your prospects retirement years. As we can see in a post-COVID time that inflation is an hot topic an...
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  • Avoid High Tax Years In Retirement
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    One of the most commonly asked questions as one approaches retirement is, "how big will my tax burden be?". This presentation walks your audience through many scenarios that demonstrate how big of...
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Showing 1 -6 of 6 items